Client workspace

Client Workspace

Create and manage client folders in Google Drive — shared docs, questionnaires, proposals, pre-call checks.

When to use

• "create workspace for [client]"
• "set up folder for [client]"
• "share doc with [client]"
• "check docs before call with [client]"
• Before any consulting call — verify shared docs are accessible
• After creating a questionnaire, proposal, or contract for a client

Dependencies

• Other skills: google-drive, query-leads (CRM lookup)
• External: Python 3, google-api-python-client

Paths

What	Path
Drive Manager	$GOOGLE_TOOLS_PATH/drive_manager.py
Token	$GOOGLE_TOOLS_PATH/token.json
Venv Python	$GOOGLE_TOOLS_PATH/.venv/bin/python3
CRM People	$DATA_PATH/sales/crm/contacts/people.csv
CRM Companies	$DATA_PATH/sales/crm/contacts/companies.csv

Known Folder IDs

Folder	ID
Clients (root)	<YOUR_CLIENTS_FOLDER_ID>

Standard Folder Structure

Clients/
  {CompanyName}/
    Discovery/        -- questionnaires, call notes, research
    Proposals/        -- scoping docs, estimates, quotes
    Contracts/        -- signed agreements, NDAs
    Deliverables/     -- work product, reports

How to execute

Step 1: Create client workspace

DM="$GOOGLE_TOOLS_PATH/.venv/bin/python3 $GOOGLE_TOOLS_PATH/drive_manager.py"
CLIENTS_ROOT="<YOUR_CLIENTS_FOLDER_ID>"

# Create company folder
$DM create-folder "CompanyName" --parent $CLIENTS_ROOT
# Note the folder ID from output, then create subfolders:
$DM create-folder "Discovery" --parent COMPANY_FOLDER_ID
$DM create-folder "Proposals" --parent COMPANY_FOLDER_ID
$DM create-folder "Contracts" --parent COMPANY_FOLDER_ID
$DM create-folder "Deliverables" --parent COMPANY_FOLDER_ID

Step 2: Create shared doc (questionnaire, proposal, etc.)

Write HTML content to a temp file, then create Google Doc:

# Create doc from HTML
$DM create-doc "Client J — Pre-call Questionnaire" --folder DISCOVERY_FOLDER_ID --html /tmp/questionnaire.html

# Share with client
$DM share DOC_ID --email [email protected] --role writer --notify --message "Please fill in before our call"

Step 3: Pre-call check

Before any call, verify client has access and check activity:

# List docs in client folder
$DM list COMPANY_FOLDER_ID

# Check permissions on shared docs
$DM permissions DOC_ID

# Check if client opened/edited the doc
$DM info DOC_ID
# Look at: lastModifiedBy, modifiedTime — if not client, they haven't filled it in

Step 4: After sharing — remove public access if present

Drive API sometimes adds anyone link access. Always verify and remove:

$DM permissions DOC_ID
# If "anyone" permission exists, remove it via Python:
# drive.permissions().delete(fileId=DOC_ID, permissionId='anyoneWithLink').execute()

Questionnaire Templates

Discovery questionnaire (consulting)

HTML template with sections:

1. Stack & Team — current tools, team size, roles
2. Data — volumes, formats, examples of ideal output
3. Priorities — which automation first, biggest pain points
4. Open — anything else before the call

Style: fields with ▸ markers or gray boxes for answers. Use checkboxes (☐) for multiple choice.

Proposal doc

Create after discovery call with:

1. Executive summary
2. Scope per item (description, hours estimate, price)
3. Timeline with phases
4. Terms (rate, payment schedule)

Checklist

• Client folder created under Clients/
• Subfolders created (Discovery, Proposals, Contracts, Deliverables)
• Shared doc created and shared with client email
• Public link access removed (only named users)
• CRM updated with folder link (in company notes or people notes)
• Pre-call: verified client has opened shared docs

Related skills

• google-drive — underlying Drive API commands
• call-prep — call preparation (invoke workspace check as part of prep)
• client-discovery — analyzing client requests into scoped proposals
• query-leads — CRM data lookup